"We are also seeing very strong bookings from multiple Tier 1 customers for our 1.6T solutions, which entered production in Q4 2026. Reflecting this demand and our first-to-market technology leadership, we expect our 1.6T revenue to ramp very rapidly in fiscal 2027, with substantial additional growth projected in fiscal 2028."
"The 1.6T products - high-speed optical and electrical interconnects critical for scaling AI training clusters - represent the next leap in data-center bandwidth. Marvell was the first to market 200 gigabits per second (Gbps) per lane technology, enabling the transition to 1.6 terabits per second."
"Bookings for these solutions are accelerating at a record pace across the entire data-center portfolio, with interconnect revenue now expected to grow more than 50% year-over-year in fiscal 2027."
Marvell Technology faced significant stock decline two months ago when analysts warned of potential customer losses to rivals, particularly among major hyperscalers like Amazon and Microsoft. However, the company's fourth quarter earnings report dispelled these concerns. Management reported strong bookings for 1.6T solutions, which represent next-generation high-speed optical and electrical interconnects critical for AI training clusters. Marvell achieved first-to-market status with 200 Gbps per lane technology enabling 1.6 terabits per second capabilities. The company expects interconnect revenue to grow over 50% year-over-year in fiscal 2027, with substantial additional growth projected for 2028. Early shipments of 1.6T Coherent Light modules and secure 1.6T ZR/ZR+ DCI modules demonstrate technological leadership.
#marvell-technology #data-center-infrastructure #ai-interconnect-technology #hyperscaler-customers #revenue-growth
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